🧠 Cloud & Infrastructure Watch

  • OpenAI’s Chief Communications Officer is leaving during a critical reliability and competition phase.
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  • A popular Chrome extension was caught intercepting users’ AI chats, raising browser-layer data risks.
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  • Creative Commons signals tentative support for AI “pay-to-crawl” licensing systems.
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  • OpenAI reportedly hired a former Google exec to lead M&A, hinting at consolidation moves.
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  • The US government launches a “Tech Force” to recruit AI, cyber, and software talent into federal roles.
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💻 Hardware & Semiconductor Moves

  • NVIDIA acquires SchedMD (Slurm), tightening control over the HPC and AI scheduler layer.
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  • NVIDIA releases Nemotron 3 open models, expanding beyond chips into full-stack AI ecosystems.
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  • NVIDIA weighs ramping H200 production after renewed demand from China.
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  • HDD prices spike as AI infrastructure demand hits storage supply chains.
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  • US foundry claims breakthrough “true 3D chip” combining logic and memory on one die.
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